Anthony Sheffield
Anthony Sheffield is a registered investment advisor at LPL Financial LLC, based in Franklin, TN, with 22 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
725 Cool Springs Blvd Ste 600, Franklin, TN, 37067
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Anthony sells non-variable insurance through Penn Mutual Music City since 2018. He is also a notary since 2018.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Hornor, Townsend & Kent, LLCBroker
Summit Capital Solutions LLC
Virtue Capital Management, LLC
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
LPL Financial LLC
Stratos Wealth Partners, LTD
LPL Financial LLC
LPL Financial LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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